The huge, long-term tailwinds driving Semiconductor growth
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Predicting vs. Preparing, Navigating Sticky Inflation & High Valuations (4:19)
In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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Financials – Underappreciated and Undervalued
Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.
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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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